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Community Financial System (CBU) Institutional Ownership

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$61.17 +0.20 (+0.33%)
Closing price 03:59 PM Eastern
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$60.80 -0.37 (-0.60%)
As of 04:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for Community Financial System (NYSE:CBU)

Current
Institutional Ownership
Percentage
73.79%
Number of
Institutional Buyers
(last 12 months)
142
Total
Institutional Inflows
(last 12 months)
$282.59M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$130.98M
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CBU Institutional Buying and Selling by Quarter

Community Financial System Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans39,823$2.27M0.0%-3.8%0.075%
8/16/2025 Public Sector Pension Investment Board180,167$10.25M0.0%+7.9%0.341%
8/15/2025 CANADA LIFE ASSURANCE Co48,516$2.76M0.0%-4.3%0.092%
8/15/2025 Tower Research Capital LLC TRC 6,474$368K0.0%+206.2%0.012%
8/15/2025 State of Tennessee Department of Treasury20,169$1.15M0.0%-7.8%0.038%
8/15/2025 Tidal Investments LLC35,354$2.01M0.0%+1.8%0.067%
8/15/2025 Rafferty Asset Management LLC35,956$2.05M0.0%+7.6%0.068%
8/15/2025 MML Investors Services LLC17,651$1.00M0.0%+8.7%0.033%
8/15/2025 Lazard Asset Management LLC20,468$1.16M0.0%+1.0%0.039%
8/15/2025 Hilton Capital Management LLC49,827$2.83M0.2%+10.2%0.094%
8/15/2025 Gallagher Fiduciary Advisors LLC11,054$629K0.0%+22.4%0.021%
8/15/2025 Benjamin Edwards Inc.5,307$302K0.0%+12.0%0.010%
8/15/2025 BNP Paribas Financial Markets5,711$325K0.0%-25.3%0.011%
8/15/2025 Balyasny Asset Management L.P.354,906$20.18M0.0%+25.3%0.671%
8/15/2025 Bank of America Corp DE273,245$15.54M0.0%-2.2%0.517%
8/15/2025 Adage Capital Partners GP L.L.C.16,675$948K0.0%-76.2%0.032%
8/15/2025 Ameriprise Financial Inc.148,658$8.46M0.0%-5.6%0.281%
8/14/2025 Basswood Capital Management L.L.C.267,018$15.19M0.7%N/A0.505%
8/14/2025 Jane Street Group LLC48,556$2.76M0.0%-66.7%0.092%
8/14/2025 California State Teachers Retirement System48,580$2.76M0.0%+0.4%0.092%
8/14/2025 FJ Capital Management LLC270,197$15.37M1.6%+157.0%0.511%
8/14/2025 Occudo Quantitative Strategies LP13,385$761K0.1%+39.1%0.025%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,034$1.65M0.0%-6.8%0.055%
8/14/2025 The Manufacturers Life Insurance Company 27,612$1.57M0.0%-4.9%0.052%
8/14/2025 Sei Investments Co.12,831$730K0.0%+13.9%0.024%
8/14/2025 Qube Research & Technologies Ltd157,879$8.98M0.0%+49.9%0.299%
8/14/2025 State Street Corp3,203,106$183.59M0.0%-0.5%6.060%
8/14/2025 California Public Employees Retirement System92,254$5.25M0.0%+0.3%0.175%
8/14/2025 Federated Hermes Inc.757,625$43.09M0.1%-9.2%1.433%
8/13/2025 Amundi8,691$514K0.0%-58.8%0.016%
8/13/2025 First Trust Advisors LP96,664$5.50M0.0%+169.2%0.183%
8/13/2025 EverSource Wealth Advisors LLC781$44K0.0%+177.0%0.001%
8/13/2025 Invesco Ltd.337,149$19.17M0.0%-0.7%0.638%
8/13/2025 Arrowstreet Capital Limited Partnership5,417$308K0.0%N/A0.010%
8/13/2025 New York State Common Retirement Fund18,049$1.03M0.0%+11.1%0.034%
8/13/2025 Norges Bank607,448$34.55M0.0%N/A1.149%
8/13/2025 Hsbc Holdings PLC6,981$398K0.0%-11.3%0.013%
8/13/2025 Level Four Advisory Services LLC13,293$756K0.0%+9.0%0.025%
8/13/2025 Russell Investments Group Ltd.106,259$6.04M0.0%-1.7%0.201%
8/12/2025 Prudential Financial Inc.54,718$3.11M0.0%+6.0%0.104%
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8/12/2025 Segall Bryant & Hamill LLC419,010$23.83M0.3%-2.6%0.793%
8/12/2025 Rhumbline Advisers150,916$8.58M0.0%+0.7%0.286%
8/12/2025 Franklin Resources Inc.12,273$698K0.0%-3.0%0.023%
8/12/2025 Legal & General Group Plc143,888$8.18M0.0%+1.6%0.272%
8/12/2025 JPMorgan Chase & Co.117,550$6.69M0.0%-34.2%0.222%
8/12/2025 Swiss National Bank100,900$5.74M0.0%-1.0%0.191%
8/12/2025 Dynamic Technology Lab Private Ltd17,690$1.01M0.1%+61.6%0.033%
8/8/2025 Cetera Investment Advisers15,175$863K0.0%+39.2%0.029%
8/8/2025 SG Americas Securities LLC8,053$458K0.0%-60.1%0.015%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,569$772K0.0%+7.7%0.026%
8/8/2025 Police & Firemen s Retirement System of New Jersey11,810$672K0.0%+6.0%0.022%
8/8/2025 Geode Capital Management LLC1,242,767$70.69M0.0%+0.1%2.351%
8/8/2025 KBC Group NV1,668$95K0.0%-40.4%0.003%
8/7/2025 ProShare Advisors LLC117,839$6.70M0.0%-10.2%0.223%
8/5/2025 Bank of New York Mellon Corp541,206$30.78M0.0%+0.1%1.024%
8/4/2025 Atria Investments Inc15,321$871K0.0%+55.8%0.029%
8/1/2025 Strategic Financial Services Inc.8,812$501K0.0%-2.5%0.017%
8/1/2025 Teacher Retirement System of Texas24,291$1.38M0.0%-8.3%0.046%
8/1/2025 Y Intercept Hong Kong Ltd19,060$1.08M0.0%+56.1%0.036%
8/1/2025 Envestnet Asset Management Inc.97,781$5.56M0.0%+16.4%0.185%
7/31/2025 Waldron Private Wealth LLC216,121$12.39M0.5%+1.6%0.409%
7/31/2025 State of New Jersey Common Pension Fund D33,615$1.91M0.0%+8.2%0.064%
7/31/2025 Carnegie Investment Counsel60,935$3.47M0.1%-0.5%0.115%
7/29/2025 Mutual of America Capital Management LLC6,789$386K0.0%-11.5%0.013%
7/25/2025 Community Bank N.A.118,285$6.73M0.9%+3.7%0.224%
7/25/2025 Yousif Capital Management LLC19,665$1.12M0.0%+1.2%0.037%
7/24/2025 Inspire Investing LLC6,832$389K0.0%+12.8%0.013%
7/23/2025 KLP Kapitalforvaltning AS11,100$636K0.0%+11.0%0.021%
7/21/2025 QRG Capital Management Inc.6,740$383K0.0%+2.7%0.013%
7/18/2025 Truist Financial Corp10,432$593K0.0%-6.0%0.020%
7/17/2025 Alliance Wealth Advisors LLC11,011$626K0.3%-3.2%0.021%
7/17/2025 Janney Montgomery Scott LLC50,920$2.90M0.0%+1.0%0.096%
7/17/2025 Hanson & Doremus Investment Management7,587$431K0.1%-12.0%0.014%
7/16/2025 State of Alaska Department of Revenue31,462$1.79M0.0%+7.8%0.060%
7/14/2025 Park Avenue Securities LLC4,534$258K0.0%+5.0%0.009%
7/11/2025 Farther Finance Advisors LLC1,403$80K0.0%+841.6%0.003%
7/10/2025 Burns J W & Co. Inc. NY3,829$218K0.0%-6.8%0.007%
6/18/2025 Voya Investment Management LLC14,290$813K0.0%-9.5%0.027%
6/3/2025 Inspire Investing LLC6,059$345K0.0%-6.8%0.011%
5/29/2025 Rhumbline Advisers149,888$8.52M0.0%-4.5%0.284%
5/28/2025 Strs Ohio1,800$102K0.0%N/A0.003%
5/27/2025 Jacobi Capital Management LLC80,150$4.56M0.3%-23.4%0.152%
5/23/2025 Strategic Financial Services Inc.9,035$514K0.0%-2.3%0.017%
5/21/2025 Geneos Wealth Management Inc.1,000$57K0.0%-56.2%0.002%
5/20/2025 Intech Investment Management LLC25,846$1.47M0.0%+37.5%0.049%
5/19/2025 Jane Street Group LLC145,719$8.29M0.0%+523.4%0.276%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC136,619$7.77M0.0%+6.4%0.258%
5/16/2025 Goldman Sachs Group Inc.550,613$31.31M0.0%+7.9%1.042%
5/16/2025 Dynamic Technology Lab Private Ltd10,950$622K0.1%N/A0.021%
5/16/2025 Rise Advisors LLC698$40K0.0%+48.8%0.001%
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis (Ad)

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Claim your free copy of “How to Survive the Next Financial Crisis” today
5/16/2025 NFJ Investment Group LLC126,612$7.20M0.2%-3.1%0.240%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,141$1.77M0.0%+4.6%0.059%
5/16/2025 AQR Capital Management LLC11,981$681K0.0%-19.6%0.023%
5/16/2025 Amundi21,103$1.12M0.0%-20.4%0.040%
5/16/2025 Adage Capital Partners GP L.L.C.70,104$3.99M0.0%N/A0.133%
5/15/2025 FJ Capital Management LLC105,128$5.98M0.6%N/A0.199%
5/15/2025 Cubist Systematic Strategies LLC20,390$1.16M0.0%N/A0.039%
5/15/2025 Royal Bank of Canada29,468$1.68M0.0%-7.8%0.056%
5/15/2025 Eisler Capital Management Ltd.4,522$257K0.0%N/A0.009%
5/14/2025 Rafferty Asset Management LLC33,411$1.90M0.0%-30.1%0.063%
(Data available from 1/1/2016 forward)

CBU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBU shares?

During the previous two years, 242 institutional investors and hedge funds held shares of Community Financial System. The most heavily invested institutionals were Vanguard Group Inc. ($360.40M), State Street Corp ($183.59M), Dimensional Fund Advisors LP ($109.47M), Geode Capital Management LLC ($70.69M), Federated Hermes Inc. ($43.09M), Northern Trust Corp ($37.93M), and Charles Schwab Investment Management Inc. ($36.77M).Learn more on Community Financial System's institutional investors.

What percentage of Community Financial System's stock is owned by institutional investors?

73.79% of Community Financial System's stock is owned by institutional investors. Learn more on CBU's institutional investor holdings.

Which institutional investors have been buying Community Financial System's stock?

Of the 198 institutional investors that purchased Community Financial System's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.76M), Deprince Race & Zollo Inc. ($524.77K), Assenagon Asset Management S.A. ($418.05K), Federated Hermes Inc. ($338.94K), Hsbc Holdings PLC ($283.52K), FJ Capital Management LLC ($270.20K), and Basswood Capital Management L.L.C. ($267.02K).

How much institutional buying is happening at Community Financial System?

Institutional investors have bought a total of 4,777,226 shares in the last 24 months. This purchase volume represents approximately $282.59M in transactions.

Which of Community Financial System's major shareholders have been selling company stock?

Of the 105 institutional investors that sold Community Financial System's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: State Street Corp ($372.66K), Jane Street Group LLC ($201.01K), Assenagon Asset Management S.A. ($164.28K), Nuveen Asset Management LLC ($140.46K), Nottingham Advisors Inc. ($117.09K), Vanguard Group Inc. ($96.15K), and Victory Capital Management Inc. ($82.35K).

How much institutional selling is happening at Community Financial System?

Institutional investors have sold a total of 2,221,531 shares in the last 24 months. This volume of shares sold represents approximately $130.98M in transactions.


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This page (NYSE:CBU) was last updated on 8/27/2025 by MarketBeat.com Staff
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